Anic Equity¶
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Total return since start: 0.569 %¶
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Equity now: -----------------------------> 47937.15 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46542.27 Kr¶
PnL: ---------------------------------------> -346.3 Kr¶
DD now: ---------------------------------> -1.425 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 14:06:01.072801'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 2.130000 | 2852.500000 | 216.500000 | 8.210000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.170000 | 3130.400000 | 159.400000 | 5.370000 | 2971.000006 |
| Corem Property Group B | 59 | 4.590000 | 672.600000 | 95.600000 | 16.570000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 5.410000 | 448.000000 | 93.000000 | 26.200000 | 355.000000 |
| HMS Networks | 2 | 1.350000 | 721.600000 | 48.600000 | 7.220000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 4.170000 | 270.000000 | 24.000000 | 9.760000 | 246.000000 |
| Nordea Bank Abp | 29 | 0.790000 | 3476.520000 | 22.520000 | 0.650000 | 3453.999992 |
| Boozt | 12 | 0.070000 | 1671.600000 | 17.600000 | 1.060000 | 1653.999996 |
| OEM International B | 7 | 1.300000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| MedCap | 2 | 2.830000 | 436.000000 | 15.000000 | 3.560000 | 421.000000 |
| Midsona B | 63 | 0.960000 | 597.870000 | 14.870000 | 2.550000 | 582.999984 |
| Coor Service Management Hold. | 8 | 0.070000 | 546.400000 | 14.400000 | 2.710000 | 532.000000 |
| Intrum | 4 | 1.430000 | 540.000000 | 13.000000 | 2.470000 | 527.000000 |
| AcadeMedia | 12 | 1.370000 | 569.040000 | 12.040000 | 2.160000 | 557.000004 |
| Eastnine | 4 | -0.630000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Resurs Holding | 22 | -0.260000 | 583.440000 | 9.440000 | 1.640000 | 573.999998 |
| Norva24 Group | 16 | -0.230000 | 552.000000 | 9.000000 | 1.660000 | 543.000000 |
| Essity A | 4 | -0.170000 | 1156.000000 | 7.000000 | 0.610000 | 1149.000000 |
| Karnov Group | 9 | -1.960000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Essity B | 2 | 0.350000 | 578.400000 | 4.400000 | 0.770000 | 574.000000 |
| Handelsbanken A | 5 | 0.460000 | 548.250000 | 2.250000 | 0.410000 | 546.000000 |
| Securitas B | 6 | 0.870000 | 568.560000 | -1.440000 | -0.250000 | 570.000000 |
| Creaspac SPAC | 6 | -0.620000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.370000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| Swedbank A | 3 | 0.050000 | 561.300000 | -2.700000 | -0.480000 | 564.000000 |
| CTEK | 13 | 1.780000 | 527.150000 | -6.850000 | -1.280000 | 533.999999 |
| SAAB B | 8 | 2.020000 | 3348.800000 | -28.200000 | -0.840000 | 3377.000000 |
| International Petroleum Corp. | 5 | 2.790000 | 535.000000 | -59.570000 | -10.020000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.560000 | 3783.500000 | -66.500000 | -1.730000 | 3850.000000 |
| Vivesto | 1368 | 2.000000 | 544.190000 | -68.810000 | -11.230000 | 612.999432 |
| OX2 | 18 | -1.640000 | 1509.300000 | -154.700000 | -9.300000 | 1663.999992 |
| Axfood | 13 | 0.260000 | 3564.600000 | -191.400000 | -5.100000 | 3756.000001 |
| Ovzon | 52 | 4.170000 | 3120.000000 | -242.000000 | -7.200000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.810000 | 3437.000000 | -374.000000 | -9.810000 | 3810.999990 |
| TOTAL | 46542.270000 | -346.300000 | -1.42451% | 46888.564618 |
Updated:¶
'2023-01-16 14:06:13.543558'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
